Summary of Engagements

  • CTP assisted the owners of a $25 million engineering firm to develop a business transition plan and key employee incentive and retention plan; we also worked with owners and counsel to develop personal investment and estate plans
  • CTP assisted the owner of the largest company in his industry in the region to structure the right terms for a sale to a national consolidator (of which he became the CEO after closing) and develop the post-closing business financial and strategic plan for continued growth and consolidation 
  • CTP assisted the owner of one of the region’s fastest-growing media services firms to manage growth, develop solid reporting systems, implement pay-for-performance incentive plans and structure the sale of a portion of the business to a key employee 
  • CTP assisted the owners of a $15 million distribution company to purchase a $55 million manufacturing company and develop executive and key employee compensation plans to drive future successful growth
  • CTP assisted the owners of a $9 million, 55-employee professional services firm to develop integrated business transition, key employee incentive compensation and benefit plans; we also worked with the owners to develop personal investment plans
  • CTP assisted the owners of a $4 million, 40-employee professional services firm to develop a comprehensive business plan and structure the sale of a portion of the business to a group of key employees; we also worked with the owners and counsel to develop personal investment and estate plans 
  • CTP assisted the owner of a commercial real estate development firm to develop the entity structure and financial projections necessary to complete $200 million of commercial development projects
  • CTP assisted the owner of a real estate investment and redevelopment firm with more than $20 million of invested capital to develop a plan to maximize investor returns while at the same time sustain the ongoing operations of the owner’s management company
  • CTP assisted a private investor to evaluate and purchase a $15 million international manufacturing and retailing company and a national franchisor in the same in industry; planned for a national consolidation and growth opportunity in the industry